Jackson Wealth Management’s Atmos Energy ATO Stock Holding History

Jackson Wealth Management’s Portfolio ATO Stock Details ATO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-11,193	Closed	-$1.11M	–	125
2020 Q2	$1.11M	Buy	11,193 +2,777	+33%	+$280K	0.2%	94
2020 Q1	$810K	Buy	8,416 +910	+12%	+$100K	0.17%	83
2019 Q4	$880K	Buy	7,506 +327	+5%	+$35.9K	0.15%	114
2019 Q3	$800K	Buy	+7,179	New	+$785K	0.17%	100
2015 Q4	–	Sell	-2,746	Closed	-$160K	–	69
2015 Q3	$160K	Buy	+2,746	New	+$151K	0.06%	99
2015 Q1	–	Sell	-3,704	Closed	-$206K	–	117
2014 Q4	$206K	Buy	+3,704	New	+$195K	0.07%	112

Other funds holding ATO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jackson Wealth Management's ATO Position: Q3 2020 in Review

Jackson Wealth Management sold out of Atmos Energy (ATO) in Q3 2020, closing a stake of 11,193 shares — an estimated $1.11M sold.

Jackson Wealth Management first reported a position in ATO in Q4 2014 and held it in 6 quarters. The position peaked at $1.11M in Q2 2020. 533 funds tracked by Wall St. Rank hold ATO as of Q3 2020.

Jackson Wealth Management reported no remaining Atmos Energy position as of Q3 2020 after selling out during the quarter.
Jackson Wealth Management sold 11,193 Atmos Energy shares in Q3 2020, an estimated $1.11M.
Jackson Wealth Management first reported a position in Atmos Energy in Q4 2014 and held it in 6 quarters.
Jackson Wealth Management's Atmos Energy position peaked at $1.11M in Q2 2020.
533 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2020.

Based on Jackson Wealth Management's 13F filing for Q3 2020, filed 13 Oct 2020.